Holdings
Elevation Point Wealth Partners, LLC
As of Jun 30, 2026, Elevation Point Wealth Partners, LLC reported 730 positions worth US$2.62B. Largest: Apple Inc, Alphabet Inc (google) Class C and Bok Financial Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 587K | US$170M | −2,874 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 392K | US$140M | +31,506 | Jun 30, 2026 |
| Bok Financial Corporation | 770K | US$107M | new | Jun 30, 2026 |
| Nvidia Corporation | 527K | US$105M | +27,601 | Jun 30, 2026 |
| Microsoft Corp. | 234K | US$87.2M | +2,899 | Jun 30, 2026 |
| Amazon.com, Inc. | 320K | US$76.3M | +17,641 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 197K | US$64.4M | +25,171 | Jun 30, 2026 |
| Broadcom Inc. | 163K | US$61.5M | −3,171 | Jun 30, 2026 |
| Exxon Mobil Corporation | 392K | US$53.6M | +4,210 | Jun 30, 2026 |
| Eli Lilly And Company | 42,067 | US$50.4M | −167 | Jun 30, 2026 |